Acting For Elderly and Vulnerable Conveyancing Clients

Invaluable guidance for conveyancers who act for elderly and vulnerable clients

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Course Overview

Acting for senior citizens in property transactions can sometimes present a variety of risks for lawyer and client alike. For instance, there is the risk of undue influence or lack of capacity, or the transaction would appear not to be in the client’s best interests.

During this webinar Stephen Desmond will discuss the steps that the property lawyer can take to identify clients at risk and to act in their best interests.

What are the requirements?

  • Watch the recorded webinar and review the supporting documentation
  • This course provides 1 CPD point

Learning Outcomes

  • On completion of this course you will:
  • o Understand when a conveyancer needs to assess a client's capacity and the standard of competence expected of a lawyer
  • o Be conversant with transactions that necessitate further exploration of the client’s understanding of the risks involved
  • o Be familiar with lasting powers of attorney and realise when the power might require further enquiry
  • o Know whether you should take any additional steps if a seller-client is selling by power of attorney, including where the attorneys are acting jointly and severally
  • o Appreciate risks to clients where a disposition of property is proposed with the intention of trying to obtain state funding for residential care costs

What is the target audience?

  • This course is suitable for practitioners of all levels including paralegals, fee earners, trainees and experienced solicitors



About Instructor - Stephen Desmond

Stephen Desmond has been delivering training for over 15 years during which time he has delivered more than 1,800 CPD events to lawyers from a variety of backgrounds. Delegates at these events have included practitioners from a variety of size of firms, ranging from sole practitioners to City Solicitors. 

Stephen is a contributing editor to Butterworths Property Law Service, published by Lexis Nexis, writing on the complex law relating to long and short leases.  He writes for the Solicitors Group on the subject of commercial property. 
He has run a university-accredited distance-learning course for aspiring paralegals in the subject of residential conveyancing.

A former practicing Solicitor with several years post-qualification experience, Stephen has represented many business and private clients, including property investors and local authorities.

Course Curriculum

Recorded Webinars

  • Webinar

Supporting Documentation

  • Slides
    28 Page


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